Areas of Expertise
- Strategic and active asset allocation
James Solloway serves as Chief Market Strategist in our Investment Management Unit, where he is responsible for strategic and active asset allocation research.
Prior to joining us in 2009, he spent 10 years as a senior portfolio manager at New York-based Morgan Stanley Investment Management. He also spent 17 years at Argus Research Group, a New York-based independent research provider, where he acted as Market Strategist, Director of Research, and Co-President of the Research Division.
James earned his Bachelor of Arts in economics from Columbia University and his Master of Business Administration from Stern School of Business at New York University. He is a CFA Charterholder.
Recent Articles from James Solloway
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The Outlook for 2019: Party Over, or Will the Beat Go On? After a promising start in 2018, financial markets across the globe largely moved lower during the year
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US-China Trade-War Tensions Ratchet Up A summary of the conclusions from our recently released Q318 economic outlook.
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Midyear Economic Outlook Optimism has faded, but global economic fundamentals remain sound.
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The Market Plot Takes a New Twist A summary of our Q218 economic outlook.
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Trade Tensions Escalate from Skirmish to War With the U.S. and China trading tariffs this week, hostilities have risen to a new level.
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Trade Tweets: A Negotiating Tactic or a Catalyst for a Crash? How a single tweet launched a major effort to enact trade policy
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A New Phase for Equities A summary of our Q12018 conclusions.
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Equity Returns: Earnings vs. Valuations Breaking down returns into two parts: contributions from earnings and the change in the price-to-earnings ratio.
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Market Correction: Making Things Better Why do they call it a correction?
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Economic Outlook 2018 We can sum up 2017 with the exclamation that at long last the global financial crisis finally appears to be in the rear-view mirror